Chills with TFC22 Jan 2025

Digital Real Estate: The Safer Way to Invest in AI [Chills 204 ft Digital Realty & Digital Core REIT]

Looking to understand the digital infrastructure powering our increasingly AI-driven world? We dive deep into data centers with two industry leaders:

- John Stewart CEO of Digital Core REIT, the only pure-play data centre Singapore REIT (S-REIT)

- Serene Nah, Managing Director and Head of Asia Pacific, Digital Realty, the world's largest data center operator

Key points we explore:

- How data centers work and why they're becoming increasingly critical infrastructure

- The fascinating business model behind these digital warehouses

- Why Asia Pacific is positioned to be the fastest-growing market for data centers

- How AI is transforming the industry's landscape

- The unique investment opportunity in this rapidly evolving sector

Whether you're an investor looking to understand this emerging asset class or simply curious about the backbone of our digital world, this episode offers valuable insights into one of today's most dynamic industries. Tune in to learn why data centers are being called "the new banks" and how they're positioned to surf the AI wave.

Join us for this illuminating conversation about the infrastructure powering our digital future!

06:38 - What is colocation, how do its business models work?

13:51 - What are your investment criteria and the importance of your right of first refusal?

17:36 - Where do you see the REIT in 5–10 years?

19:00 - What is your focus given demand growth and infrastructure challenges?

24:32 - What are the key growth drivers and trends in Asia-Pacific?

34:50 - What distinguishes AI data centers from conventional ones, and how does sustainability factor in?

40:25 - Do you foresee the possibility of overbuilding data center capacity, and what are the consequences if it happens?

42:53 - Any final thoughts or insights for the audience?

---

Welcome to The Financial Coconut, your source for empowering financial knowledge and unlocking possibilities. Join us as we explore personal finance, investing and more.

Get ready to take control of your financial future and live your best life, financially wise: https://linkin.bio/thefinancialcoconut

[Podcast, Vodcast]

Spotify: https://rebrand.ly/TFC-spotify

Apple Podcast: https://rebrand.ly/TFC-applepodcast

YouTube: https://rebrand.ly/TFC-youtube

[Connect with us]

Instagram: https://rebrand.ly/TFC-instagram

Tik Tok: https://rebrand.ly/TFC-tiktok

Telegram: https://rebrand.ly/TFC-telegram

Whatsapp: https://rebrand.ly/TFC-Whatsapp-channel

Newsletter: https://rebrand.ly/TFC-Newsletter

Check out our other shows: https://www.youtube.com/@TheFinancialCoconutTFC/playlists

Disclaimer: The content discussed in this episode is intended for educational purposes only and should not be considered as financial advice. The information provided is based on our understanding at the time of recording and may not reflect the current regulations or market conditions. The opinions expressed by guests are their own and do not necessarily represent those of The Financial Coconut. Please do your due diligence before making any investment or financial decisions.

Help us get to know you better: http://bit.ly/thefinancialcoconut-survey

Hosted on Acast. See acast.com/privacy for more information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(157)

The Perpetual UNEASE felt by Singaporeans with Money explained [Chills 267 ft Teo You Yenn]

Why is it that in one of the wealthiest nations on earth, we still feel like we’re never quite 'safe'?Sit down with a true legend in the Singapore literary and academic scene. Eight years ago, she cha...

20 Mai 54min

How a 26-Year-Old Freelancer Bought a $1M Condo at 26 [Chills 266 ft Chrissy Crossy]

She's 26, single, and just bought a near $1 million condo on a freelance income. The internet refused to believe it.Meet Chris Chross, Producer & Sound Recordist, Continuum Creatives - the Singaporean...

13 Mai 51min

She Moved to Vietnam With 2 Cats, Now She Runs One of Hanoi’s Best Bakeries [Chills 265 ft Sheereen]

What happens when you leave Singapore at 21, move to Vietnam, and start life from scratch?Sit down with Sheereen Amran, Founder, Baked and Friends, a Singaporean entrepreneur who built one of Hanoi’s ...

6 Mai 44min

War, AI, Singapore's Professionals are anxious, so what's the plan? [Chills 264 ft Ministry of Manpower]

Global shifts. Local wages. SMEs on the brink. What does it actually mean for your paycheck when elephants fight and grass gets trampled?We got a senior policymaker to cut through the noise and get st...

29 Apr 1h 3min

Chubby FIRE at 50! Travelling 120 Days a Year! [Chills 263]

What does retirement actually look like when you've done it right? In this episode, we sit down with Nicole and Edward, a Singaporean couple in their early fifties who've been fully retired for four y...

22 Apr 47min

We Challenged a CEO Before His IPO… Here’s What Happened [Chills 262, Sponsored by Kin Global]

This audio is for information purposes only and does not constitute or form part of any offer or invitation for sale or subscription of or solicitation or invitation of any offer to or recommendation ...

15 Apr 48min

My 'Boring' Uncle Portfolio Makes $200K a Year [Chills 261 ft Stocks.cafe]

Could you actually "quit" the Singaporean rat race and still pull in a massive annual income?Meet Evan Koh, the "nerdy engineer" and Founder of Stocks.cafe, who did exactly that. After a PhD and a dec...

8 Apr 35min

The Art & Science Behind Building Diversified Portfolios [Chills 260]

Markets are volatile. Headlines are everywhere.Oil prices are rising, geopolitics is heating up, and investors everywhere are trying to predict what happens next.But what if trying to predict the mark...

1 Apr 49min